Microsoft Dynamics AX (Archived)

Returning of Items Issued to a project

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Posted on by Muhammad Yousaf

1,337

Hi All,

We have a setup of Project Module

where as soon as a Project PO is received, all the items in the PO are automatically issues to the Project immediately after raising a product receipt.

Sometimes the item gets rejected from the project owners

what is the best way to bring it back into the inventory and to credit the project with the cost of the item and to get the inventory back in the warehouse

Regards

Yousaf

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Ludwig Reinhard Microsoft Employee on at

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RE: Returning of Items Issued to a project

Hi Yousaf,

If you are concerned about the inventory cost values that might differ later on e.g. through an adjustment that is made by an inventory close then you can make use of the marking functionality to ensure that the issue and receipt transactions are recorded with the same cost price. Here are some screenprints how to realize that.

In my case, I posted a positive and negative quantity of 1 and created the invoice proposal, which correctly picks up both lines

Hope this answers your question.

Best regards,

Ludwig
Muhammad Yousaf 1,337 on at

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RE: Returning of Items Issued to a project

HI Dr.

I posted that journal and apparently it seems fine,

but i dont know if the issuance of the items was based on cost price or selling price -

Return -ve qty Journal was based on the cost price and that i saw while adding the items in the Journal

Regards

Yousaf
Muhammad Yousaf 1,337 on at

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RE: Returning of Items Issued to a project

Hi Dr.

thank you for the suggestion

i was about to create an post such a journal but i was willing to make sure, if this will bring the inventory back into warehouse and will issue a credit note to the Project

Are you sure about the above two points

Regards

Yousaf
Suggested answer

Ludwig Reinhard Microsoft Employee on at

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RE: Returning of Items Issued to a project

Hi Yousaf,

There is no 'standard' or predefined process available for that because posting the items on a project consumes the item. Consuming means that the items are taken out of the warehouse and basically gone; the same happens if you post an inventory adjustment journal.

In my opinion, the easiest and fastest way is creating an project item journal that is posted with a negative quantity, which is identical to the quantity that you return to the warehouse.

Best regards,

Ludwig